Legacy Capital Planners, LLC

Legacy Capital Planners, LLC Our goal is simple: to give clients peace of mind by responsibly preserving and growing their wealth.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM) and Milestone Asset Management, LLC (MAM), a registered investment advisor. BCM, MAM and Legacy Capital Planners, LLC are independent of each other. Insurance products and services are not offered through BCM or MAM but are offered through individually licensed and appointed agents.

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
01/14/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
01/12/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?
01/09/2026

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower in...
01/09/2026

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower interest rates, mixed labor data, and ongoing economic delays from the October shutdown. The S&P 500 rose 2.35% for the quarter, while the Dow led with a 3.59% gain. As we kick off the new year with resolutions and fresh starts, many of us reach for our favorite morning brew. But have you ever wondered about the global love affair with coffee and tea? Check out this month's by-the-numbers.

U.S. stocks notched a solid gain in the fourth quarter as investors cheered lower interest rates and solid corporate profits while navigating limited economic updates due to the U.S. government shutdown.

Low car lease payments look great, but do you really save money in the end?
01/07/2026

Low car lease payments look great, but do you really save money in the end?

This calculator compares the financial impact of leasing versus buying an automobile.

Is your household's inflation rate higher than the national average?
01/05/2026

Is your household's inflation rate higher than the national average?

Estimate how much income may be needed at retirement to maintain your standard of living.

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
01/02/2026

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

Mortgage lenders consider many personal factors when deciding whether you can afford a home.
12/31/2025

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Is your retirement portfolio subject to “sequence of returns” danger?
12/29/2025

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
12/26/2025

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?
12/24/2025

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

This calculator can help you estimate how much you may need to save for retirement.

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.
12/22/2025

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.

Determine if you are eligible to contribute to a traditional or Roth IRA.

Address

20251 Century Boulevard #425
Germantown, MD
20874

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

Telephone

+12403951060

Website

Alerts

Be the first to know and let us send you an email when Legacy Capital Planners, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category